Constellation Brands
465 hedge funds and large institutions have $10.6B invested in Constellation Brands in 2013 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 27 closing their positions.
230% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 27
41% more funds holding in top 10
Funds holding in top 10: 17 → 24 (+7)
22% more capital invested
Capital invested by funds: $8.68B → $10.6B (+$1.93B)
15% more funds holding
Funds holding: 406 → 465 (+59)
0.83% less ownership
Funds ownership: 91.67% → 90.84% (-0.83%)
14% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 167
28% less call options, than puts
Call options by funds: $221M | Put options by funds: $308M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scout Capital Management
New York
|
+$383M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$228M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$89.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$46.9M |
| 5 |
AA
Antipodean Advisors
New York
|
+$45.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
-$180M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$177M |
| 3 |
SC
Sculptor Capital
New York
|
-$136M |
| 4 |
SFM
Soros Fund Management
New York
|
-$75.9M |
| 5 |
MGC
Merchants' Gate Capital
New York
|
-$67.7M |
STZ Hedge Fund Activity: Q4 2013 in Review
465 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q4 2013, worth a combined $10.6B — up 22% from $8.68B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new STZ positions and 27 closed out — a net gain of 62 holders — while 143 added to existing stakes and 167 trimmed.
The largest buyer was Scout Capital Management, adding an estimated $383M. The largest seller was Corvex Management, exiting entirely with an estimated $180M sold.
- 465 institutional investors held Constellation Brands (STZ) as of Q4 2013, up from 406 in Q3 2013.
- Funds reported $10.6B of Constellation Brands stock for Q4 2013, up 22% quarter-over-quarter.
- 89 funds opened new Constellation Brands positions in Q4 2013 and 27 closed out, a net change of +62 holders.
- The largest Constellation Brands buyer in Q4 2013 was Scout Capital Management, an estimated $383M added.
- The largest Constellation Brands seller in Q4 2013 was Corvex Management, an estimated $180M sold.
Based on aggregated 13F filings for Q4 2013.